FFA

First Foundation Advisors Portfolio holdings

AUM $2.7B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$27.6M
3
+$8.21M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$7.74M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.66M

Top Sells

1
+$20.9M
2
+$15.1M
3
+$6.7M
4
EVG
Eaton Vance Short Duration Diversified Income Fund
EVG
+$3.14M
5
DWA
DREAMWORKS ANIMATION SKG INC CL-A
DWA
+$3.06M

Sector Composition

1 Healthcare 14.83%
2 Consumer Staples 11.96%
3 Financials 11.59%
4 Technology 11.03%
5 Communication Services 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$258K 0.02%
4,225
+15
252
$257K 0.02%
1,973
-703
253
$251K 0.02%
3,907
+811
254
$251K 0.02%
+18,450
255
$250K 0.02%
16,744
256
$248K 0.02%
14,000
257
$244K 0.02%
+2,747
258
$241K 0.02%
+8,138
259
$239K 0.02%
+17,283
260
$235K 0.02%
6,000
261
$234K 0.02%
+8,100
262
$229K 0.02%
4,800
263
$227K 0.02%
+10,200
264
$221K 0.02%
13,965
265
$219K 0.02%
7,391
-14,924
266
$218K 0.02%
+25,000
267
$217K 0.02%
4,134
+60
268
$217K 0.02%
15,760
-2,121
269
$215K 0.01%
+2,850
270
$215K 0.01%
13,165
271
$214K 0.01%
+1,726
272
$212K 0.01%
+4,957
273
$212K 0.01%
+10,090
274
$206K 0.01%
+2,575
275
$205K 0.01%
3,887
+141
9 10
11
12 13